Nursing Facility Stock Rallies Amid Medicaid Spending Woes
Investors· 2025-11-22 02:45
BREAKING: Stocks Bounce But Tumble For Week It's rare that real estate investment trusts inspire dreams of strong growth, buy zones and making Investor's Business Daily's IBD 50 list of elite stocks. But CareTrust REIT (CTRE) stock has managed to do all of that. With ratings in the high 80s and up into the high 90s, CareTrust is turning heads as it hits new highs. CareTrust owns, leases… Related news Alnylam, MongoDB, Quanta Services, 11 Others Join IBD Watchlists Take a Trial Today Get instant access to e ...
Wall Street Roundup: Nvidia Dips, Bitcoin Cracks, Retail Winners Emerge
Seeking Alpha· 2025-11-22 02:45
英伟达业绩 - 数据中心业务增长66%,驱动公司整体营收强劲增长,业绩超预期 [4] - 尽管业绩亮眼,但股价在财报发布后最终收跌,反映市场对整体经济状况和人工智能泡沫的担忧 [5] 加密货币市场 - 比特币价格跌破83,000美元,较其高点下跌约三分之一,为自4月以来首次 [6] - 加密货币相关股票大幅下挫:Coinbase下跌14%,MicroStrategy下跌16%,Circle下跌16%,Robinhood下跌12% [7] 家居零售商业绩对比 - 家得宝因业绩未达预期、下调业绩指引以及对消费者支出和疲软房地产市场的谨慎展望,股价下跌约6% [8] - 劳氏在跟随家得宝下跌后,因自身业绩超预期且指引好于预期而出现反弹,尽管其指引也显示出对相同因素的谨慎 [9] - 劳氏自9月以来股价下跌约20%,财报后的反弹显示其在艰难环境中执行力可能优于家得宝 [10] 综合零售商业绩对比 - 沃尔玛股价上涨6%,接近52周高点,业绩超预期得益于强劲的电子商务和国际销售,显示消费者转向价值型消费 [11] - 塔吉特财报后股价下跌,可比门店销售额连续第三个季度下滑,最近一个季度下降约2.7% [12] - 沃尔玛业务更侧重于杂货和必需品等价值型商品,且其规模在关税不确定环境下更具稳定性,执行力优于塔吉特 [13] 金融科技与消费信贷 - 先买后付公司Klarna财报后股价下跌9%,随后持续下跌,过去五天累计下跌约16%,公司出现亏损且信贷损失拨备增至2.35亿美元 [14] - 竞争对手Affirm过去五天股价下跌13%,SoFi下跌10%,PayPal下跌7%,显示市场担忧消费者信贷质量恶化 [16] 就业市场数据 - 9月新增就业岗位11.9万个,远高于预期,但失业率升至4.4% [17] - 8月数据从最初的新增2.2万个岗位修正为减少4,000个,显示就业市场出现萎缩迹象,引发对经济衰退的担忧 [18] - 9月数据虽强劲但未能缓解担忧,因存在前期数据被下修的模式,若9月数据未来被下修将是重要信号 [20] 关税与美联储政策 - 近期出现关税回撤,显示政府对 affordability 担忧的回应,关税政策缺乏一致性 [22] - 美联储12月会议降息预期剧烈波动,市场定价概率从40%大幅摆动至75%,主要因纽约联储行长暗示可能有进一步降息空间 [25] - 美联储官员近期评论意见分歧,上次会议纪要显示政策制定者就是否降息存在激烈辩论,导致降息前景不明朗 [27] 下周市场展望 - 下周因感恩节假期市场交易量将下降,可能放大意外消息带来的波动性 [28] - 大量因政府停摆而延迟的9月经济数据将在下周前三天集中发布,同时有多家公司发布财报 [29] - 市场情绪紧张,可能保持观望态度,预计将出现震荡 [31] - 黑色星期五的销售数据将对零售商第四季度业绩和整体消费者健康状况提供关键信息 [33]
Small Steps Higher, Same Stubbornly Low Territory for Existing Home Sales
Mortgage News Daily· 2025-11-22 02:45
Small Steps Higher, Same Stubbornly Low Territory for Existing Home Sales Existing-home sales posted another modest gain in October, rising 1.2% to a seasonally adjusted annual rate of 4.10 million, according to the National Association of Realtors (NAR). Sales are now 1.7% higher than a year ago as lower mortgage rates helped offset the drag from the government shutdown. Demand continues to run stronger than it did through most of 2023 and early 2024, even if the overall pace remains historically subdued. ...
FI CLASS ACTION UPDATE: Fiserv, Inc. (FI) Faces Lawmakers' Scrutiny After Admission to Objectively Difficult-to-Achieve Guidance Assumptions, “‘Abysmal'” Q3 2025 Results – Hagens Berman
Globenewswire· 2025-11-22 02:43
SAN FRANCISCO, Nov. 21, 2025 (GLOBE NEWSWIRE) -- On November 7, 2025, The Wall Street Journal reported that Senate Democrats are demanding information related to Fiserv, Inc.’s (NYSE: FI) former CEO and Chairman Frank Bisignano after the company said that it wouldn’t reach financial forecasts set by its former boss. The lawmakers reportedly are seeking information about “Bisignano’s role in developing and approving [Fiserv’s] financial forecasts, his focus on short-term initiatives within the company and an ...
Dell Technologies: Cheap, Profitable, And Ready To Ride The AI And Cloud Wave (DELL)
Seeking Alpha· 2025-11-22 02:42
Following my last article on Dell Technologies Inc. ( DELL ), the stock price declined by 8%. Nevertheless, I projected a $155 price target, and it has been exceeded, marking a high ofDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on ...
Dell Technologies: Cheap, Profitable, And Ready To Ride The AI And Cloud Wave
Seeking Alpha· 2025-11-22 02:42
Following my last article on Dell Technologies Inc. ( DELL ), the stock price declined by 8%. Nevertheless, I projected a $155 price target, and it has been exceeded, marking a high ofDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on ...
Walmart Analysts Boost Their Forecasts After Upbeat Q3 Earnings - Walmart (NYSE:WMT)
Benzinga· 2025-11-22 02:40
公司业绩表现 - 第三季度调整后每股收益为62美分,超出市场预期的60美分 [1] - 第三季度销售额达到1795亿美元,同比增长5.8%,超出分析师一致预期的1774.29亿美元 [1] - 公司上调2026财年调整后每股收益指引至2.58–2.63美元,高于此前指引区间2.52–2.62美元,更新后的中点2.605美元高于分析师一致预期的2.61美元 [2] - 公司上调2026财年固定汇率收入增长指引至4.8%–5.1%,高于此前指引区间3.75%–4.75% [2] 资本市场动态 - 公司计划于2025年12月9日将其股票上市地从纽约证券交易所转移至纳斯达克全球精选市场,股票代码"WMT"保持不变 [2] - 此次转移反映了公司与纳斯达克技术驱动、创新导向平台的契合,公司还将把九只未偿债券的上市地转移至纳斯达克 [2] - 财报公布后周五公司股价下跌1.8%至105.25美元 [3] 分析师观点更新 - BTIG分析师Robert Drbul维持买入评级,目标价从120美元上调至125美元 [5] - BMO Capital分析师Kelly Bania维持跑赢大盘评级,目标价从110美元上调至125美元 [5] - Telsey Advisory Group分析师Joseph Feldman维持跑赢大盘评级,目标价从118美元上调至130美元 [5] - Keybanc分析师Bradley B. Thomas维持增持评级,目标价从110美元上调至120美元 [5] - Morgan Stanley分析师Simeon Gutman维持增持评级,目标价从115美元上调至125美元 [5] - Baird分析师Peter Benedict维持跑赢大盘评级,目标价从110美元上调至121美元 [5] - Guggenheim分析师John Heinbockel维持买入评级,目标价从115美元上调至120美元 [5] - Evercore ISI Group分析师Greg Melich维持跑赢大盘评级,目标价从111美元上调至115美元 [5] - Wells Fargo分析师Edward Kelly维持增持评级,目标价从110美元上调至120美元 [5] - Piper Sandler分析师Peter Keith维持增持评级,目标价从111美元上调至123美元 [5] - Bernstein分析师Zhihan Ma维持跑赢大盘评级,目标价从118美元上调至122美元 [5] - DA Davidson分析师Michael Baker维持买入评级,目标价从117美元上调至130美元 [5]
ZIM Q3 Earnings & Revenues Miss Estimates, Down Y/Y, 2025 View Updated
ZACKS· 2025-11-22 02:40
Key Takeaways ZIM posted Q3 EPS of $1.02, missing estimates and declining 89.1% year over year.Q3 revenues declined 35.7% to $1.78 billion, owing to the decrease in freight rates and carried volume.ZIM raised its 2025 adjusted EBITDA forecast to $2.0-$2.2 billion, from its prior view of $1.8-$2.2 billion.ZIM Integrated Shipping Services Ltd. (ZIM) ) reported disappointing third-quarter 2025 results, wherein both earnings and revenues missed the Zacks Consensus Estimate as well as declined on a year-over-yea ...
Walmart Analysts Boost Their Forecasts After Upbeat Q3 Earnings
Benzinga· 2025-11-22 02:40
财务业绩 - 第三季度调整后每股收益为62美分,超出市场预期的60美分 [1] - 第三季度销售额达到1795亿美元,同比增长5.8%,超出分析师一致预期的1774.29亿美元 [1] - 公司上调2026财年调整后每股收益指引至2.58–2.63美元,此前指引为2.52–2.62美元,更新后的中点2.605美元高于2.61美元的市场共识 [2] - 公司上调2026财年固定汇率收入增长指引至4.8%–5.1%,此前指引为3.75%–4.75% [2] 分析师评级与目标价 - BTIG分析师Robert Drbul维持买入评级,目标价从120美元上调至125美元 [5] - BMO Capital分析师Kelly Bania维持跑赢大盘评级,目标价从110美元上调至125美元 [5] - Telsey Advisory Group分析师Joseph Feldman维持跑赢大盘评级,目标价从118美元上调至130美元 [5] - Keybanc分析师Bradley B. Thomas维持增持评级,目标价从110美元上调至120美元 [5] - Morgan Stanley分析师Simeon Gutman维持增持评级,目标价从115美元上调至125美元 [5] - Baird分析师Peter Benedict维持跑赢大盘评级,目标价从110美元上调至121美元 [5] - Guggenheim分析师John Heinbockel维持买入评级,目标价从115美元上调至120美元 [5] - Evercore ISI Group分析师Greg Melich维持跑赢大盘评级,目标价从111美元上调至115美元 [5] - Wells Fargo分析师Edward Kelly维持增持评级,目标价从110美元上调至120美元 [5] - Piper Sandler分析师Peter Keith重申增持评级,目标价从111美元上调至123美元 [5] - Bernstein分析师Zhihan Ma维持跑赢大盘评级,目标价从118美元上调至122美元 [5] - DA Davidson分析师Michael Baker维持买入评级,目标价从117美元上调至130美元 [5] 公司行动与市场表现 - 公司股价在周五下跌1.8%至105.25美元 [3] - 公司计划于2025年12月9日将其股票上市地从纽约证券交易所转移至纳斯达克全球精选市场,股票代码"WMT"保持不变 [2] - 此次转换反映了公司与纳斯达克技术驱动、创新导向平台的契合,公司还将把九只未偿付债券的上市地转移至纳斯达克 [2]
Dividend Harvesting Portfolio Week 246: $24,600 Allocated, $2,737.06 In Projected Dividends
Seeking Alpha· 2025-11-22 02:37
This was a difficult week as the markets finished negative on fears of an A.I. bubble. The crypto markets, which so many people had argued weren’t correlated to the economy, have also been crashing as more investors are getting scared of another crypto winter. TheI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strateg ...